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Eaton Vance Tax-Advantaged Dividend Income Fund

109 hedge funds and large institutions have $244M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
42
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$32.9M 1,555,690 -8,498 -0.5%
UBS Group
2
UBS Group
Switzerland
$22.4M 1,056,989 -39,160 -4%
JIC
3
Joel Isaacson & Co
New York
$16.8M 792,346 +14,558 +2%
Morgan Stanley
4
Morgan Stanley
New York
$16.3M 768,948 -29,445 -4%
MGAM
5
McGowan Group Asset Management
Texas
$15.4M 729,208 +13,497 +2%
Wells Fargo
6
Wells Fargo
California
$11.4M 539,514 +16,107 +3%
RJA
7
Raymond James & Associates
Florida
$10.4M 492,947 -31,936 -6%
CA
8
Cornerstone Advisors
North Carolina
$9.44M 445,610 +213,287 +92%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.83M 369,634 +49,006 +15%
SWP
10
Stratos Wealth Partners
Ohio
$6.64M 313,733 -13,249 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.16M 291,034 -8,157 -3%
LPL Financial
12
LPL Financial
California
$5.59M 263,863 -16,132 -6%
KIM
13
Karpus Investment Management
New York
$5.58M 263,487 +141,282 +116%
GC
14
Guggenheim Capital
Illinois
$5.23M 247,093 +30,163 +14%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.9M 231,583 +6,791 +3%
Cohen & Steers
16
Cohen & Steers
New York
$4.43M 209,013 +38,000 +22%
FAM
17
Formidable Asset Management
Ohio
$4.41M 208,305 -3,090 -1%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$3.21M 151,445 +6,697 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.16M 149,212 -682 -0.5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.09M 145,701 +145,701 New
PAG
21
Private Advisor Group
New Jersey
$3.05M 143,781 -11,760 -8%
AWM
22
Accel Wealth Management
Iowa
$2.65M 125,262 -2,988 -2%
SFS
23
Shaker Financial Services
Virginia
$2.45M 115,585 +16,818 +17%
First Trust Advisors
24
First Trust Advisors
Illinois
$2.23M 105,154 +1,579 +2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.14M 100,816 +11,550 +13%